Who Should Make Equity Plan Decisions? Part 1

Equity Unpacked: The Stock Plan Administrator's Podcast - A podcast by Charles Schwab

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Complexity is part of a stock plan administrator’s job—they work at the intersection of HR, legal, tax, and accounting. But they don't always have a clear map of where to go to get the decisions and provisions they need to move forward. Amy sits down (in person!) with Stacy Fox, Equity Administration Lead at Confluent; Christine Zwerling, Head of Stock Administration at Asana; and Georgina Lai, Director of Global Equity Programs at Alation, to answer the question, who should make equity plan decisions?

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